HCWM
Harrison & Co Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.62M | Buy |
35,100
+2,334
| +7% | +$174K | 2.53% | 7 |
|
|
2022
Q3 | $2.19M | Buy |
32,766
+529
| +2% | +$35.3K | 2.32% | 12 |
|
|
2022
Q2 | $2.33M | Buy |
32,237
+2,418
| +8% | +$175K | 2.21% | 13 |
|
|
2022
Q1 | $2.26M | Buy |
29,819
+1,819
| +6% | +$138K | 1.98% | 15 |
|
|
2021
Q4 | $2.16M | Buy |
+28,000
| New | +$2.16M | 1.82% | 15 |
|